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Forvis Mazars Wealth Advisors, LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forvis Mazars Wealth Advisors, LLC on IWV, newest first. How the timeline and the estimate are built.

Forvis Mazars Wealth Advisors, LLC held 52,030 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 52,030 shares
    Change vs previous 13F -339 shares

    0.37% of the 13F portfolio, value $22,459,244.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 52,369 shares
    Change vs previous 13F +2,678 shares

    0.37% of the 13F portfolio, value $22,330,156.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 49,691 shares
    Change vs previous 13F -104 shares

    0.35% of the 13F portfolio, value $18,419,533.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 49,795 shares
    Change vs previous 13F -367 shares

    0.36% of the 13F portfolio, value $19,263,371.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 50,162 shares
    Change vs previous 13F -789 shares

    0.38% of the 13F portfolio, value $19,008,550.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 50,951 shares
    Change vs previous 13F -524 shares

    0.39% of the 13F portfolio, value $17,883,631.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 51,475 shares
    Change vs previous 13F -2,101 shares

    0.39% of the 13F portfolio, value $16,350,380.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 53,576 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $17,907,649.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).